Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Atlantic Edge Private Wealth Management, LLC
- $365 Billion
- Q2 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 592 shares of SCHE stock, worth $19,891. This represents 0.0% of its overall portfolio holdings.
Number of Shares
592
Previous 592
-0.0%
Holding current value
$19,891
Previous $16.3 Million
9.32%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio